Morgan Stanley shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15k | 96 | 158.96 |
| 2025-06-30 | $20k | 139 | 140.86 |
| 2025-03-31 | $11k | 96 | 116.67 |
| 2024-12-31 | $62k | 496 | 125.72 |
| 2024-09-30 | $52k | 496 | 104.24 |
| 2024-06-30 | $48k | 496 | 97.19 |
| 2024-03-31 | $38k | 400 | 94.16 |
| 2023-12-31 | $37k | 400 | 93.25 |
| 2023-09-30 | $33k | 400 | 81.67 |
| 2023-06-30 | $34k | 400 | 85.40 |
| 2023-03-31 | $35k | 400 | 87.80 |
| 2022-12-31 | $34k | 400 | 85.02 |
| 2022-09-30 | $32k | 400 | 80.00 |
| 2022-06-30 | $31k | 413 | 75.06 |
| 2022-03-31 | $36k | 413 | 87.17 |
| 2021-12-31 | $40k | 412 | 97.09 |
| 2021-09-30 | $39k | 400 | 97.50 |
| 2021-06-30 | $37k | 400 | 92.50 |
| 2021-03-31 | $16k | 200 | 80.00 |
| 2019-12-31 | $10k | 200 | 50.00 |
| 2016-09-30 | $10k | 311 | 32.15 |
| 2016-06-30 | $8.0k | 309 | 25.89 |
| 2016-03-31 | $8.0k | 307 | 26.06 |
| 2015-12-31 | $153k | 4.8k | 31.84 |
| 2015-09-30 | $326k | 10k | 31.48 |
| 2015-06-30 | $413k | 11k | 38.76 |
| 2015-03-31 | $380k | 11k | 35.67 |
| 2014-12-31 | $421k | 11k | 38.79 |
| 2014-09-30 | $190k | 5.5k | 34.55 |
| 2014-06-30 | $175k | 5.4k | 32.26 |
| 2014-03-31 | $175k | 5.6k | 31.11 |
More positions owned by Mark Sheptoff Financial Planning
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